The document provides instructions for setting up a voice broadcast campaign using Connect Dynamics. It outlines the essential steps: 1) uploading pre-recorded messages or recording messages in the system, 2) preparing and uploading a phone list in CSV format, 3) obtaining a SAN number for compliance, 4) adding funds to the account, 5) creating and naming the campaign, 6) assigning sounds to the campaign, 7) testing a call, 8) uploading the phone list while scrubbing for Do Not Call compliance, and 9) running or scheduling the campaign.

1. Creating a Voice Broadcast
Campaign
Connect Dynamics, LLC

2. Thank You for Choosing Connect
Dynamics!
We’re glad you’re here. We hope to make
your voice broadcasting experience as
simple and enjoyable as possible.
This presentation will cover the essentials
of a voice broadcast campaign and take
you, step-by-step, through the setup
process. *Please Note: To use the hyperlinks between slides, you’ll
need to download the presentation. You can do so here.]

3. Where to Login
• Enter the following web address in the URL bar of
your web browser; login.connectdynamics.com
• It should bring you here:
• Enter your login information and click “Login”

4. Campaign Essentials
• In order to create a campaign, you’ll need
these four things available:
① Your messages
② Your phone list(s), ready to upload
③ Social Security, Tax ID, or SAN Number (also
called an Organization ID Number)
④ Funds in the account

5. 1. Your Messages
• You can either upload your message (mp3
format works best), or record your message
directly into the system.
• To use either method, click on “Sounds” at the
top of your account. (Pictured below.)

6. Messages
• To upload, click the “Browse” option and select
the file from your computer.
• To record, dial the phone number provided and
follow the prompts using the ID and password
provided. (Use ID & Password in your account.)
• Your message should appear momentarily after
saving. (Please note: it may take a few moments
for messages to be available for use as we review
each message to prevent fraud and malicious
activity.)

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8. Messages
• For the popular, “Press One to Transfer”
campaign, you’ll need three messages.
1 Main Message – The reason your calling. This
message will also need to contain your transfer digit
(Ex: “Press 1 to transfer”) as well as your DNC digit
(Ex: “Press 8 to be removed”).
2 Transfer Message – The message to confirm transfer
(Ex: “Please hold while we transfer you.”)
3 DNC Message – The message to confirm removal
from list. (Ex: “Thank you. You’ve been removed from
our list.”)
• Useful Tip: After recording a message, use the pencil
icon to modify the file name. This makes identifying
your messages later on much, much easier.

9. 2. Phone List
• To prepare your phone list for upload, make
sure it is formatted accordingly:
– All phone numbers must be in a separate column
– The file is saved as a csv. or txt. file.

10. 3. SAN Number
• A SAN Number can be acquired by visiting
https://telemarketing.donotcall.gov/Profile/Cr
eate.aspx It is free. After registering, it will be
sent to your email address.
• Or, if you choose, you may bypass the SAN
number and have your business TAX ID or
Social Security Number available instead.

11. 4. Adding Funds
• To add funds, simply click on “Add Funds” in
the top left hand corner of your account.
• You may then deposit funds into your account
via Google Checkout. (Please note: It will take
15-20 minutes for the funds to show in the
account.)
• If you wish to deposit funds via another
method, please contact us as 877 566 9005, or
support@connectdynamics.com

12. Creating the Campaign
• You are now ready to begin the setup process.
• You may begin by clicking “New Campaign”
and following these steps:
1. Name your campaign.
2. Choose your campaign type.The most popular
campaign is the “Live Answer Only - With Transfer”
3. Finally, enter your Caller ID Number. Please note: This
must be a valid phone number.,

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14. Adding Sounds
• Click “Choose A Sound” for each category, making
sure you select the appropriate message. Be sure
to change the transfer and DNC digits to
correspond with your recordings.
• Please note: Clicking “Choose A Sound” will open
a pop-up window. Be sure to enable pop-ups on
this page.
• Lastly, enter the ten digit transfer number. This is
where those who pressed the transfer digit will
be directed.

15. Back

16. Test Call
• THIS IS IMPORTANT: When sending a test
call, be sure to clearly say “Hello” when you
answer the phone. The system is voice
activated. Thus, it waits for a voice before
playing the message.

17. Uploading Phone Numbers
• You’re almost done!
• Click “Browse” to choose the file from your
computer you wish to upload. Be sure to
identify the phone number column in your
file.

18. Uploading Phone Numbers
• After you’ve scrolled to the bottom of the page,
you’ll see scrubbing options.
• Connect Dynamics always recommends you
choose “Yes” for all three options.
• Enter your SAN Number (or Tax ID or SS #)
• Input initials and type “I agree” (Please note: The
initials are for the name on the account, not the
person creating the campaign. For example: If the
name on the account is, “Michael Scott” the
initials entered would need to be “MS”)

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20. My Campaigns
• Once you’ve submitted the campaign, it will
be listed under the “My Campaigns” page.
• If you uploaded a larger list, it may take a few
minutes for the campaign to appear.

21. Running the Campaign
• To run the campaign, you may either start it
manually, or schedule the campaign.
• To start it manually, click the Green Arrow to
the left of the campaign. (To stop, click the
Red Stop Sign.)
• To schedule the campaign, click the Alarm
Clock figure to the left of the campaign.

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23. Adding A Schedule
• Adding a schedule allows you to choose the
day and duration of your campaign.
• Please be aware, to abide by dialing
restrictions, it is best to run your campaign(s)
between 9AM and 9PM local time.
• After choosing your schedule options, click
“Add.”
• Your campaign will now run as scheduled. You
do not need to do anything else.

24. Further Questions/Training
• This was a basic overview.
• If you have further questions or would like to
learn more about our service, please call us at
877 566 9005. Or, email us at
support@connectdynamics.com
• Thank you again for choosing Connect
Dynamics. We look forward to working with
you and watching your business grow!